Client management for accountants and bookkeepers
Core · Manage client accounts
Run every client from one list. Add a sole trader, a limited company or a personal client, each with their own financial year and settings, then open any of them to work on their books. Archive clients you no longer act for.
What you can do
- Add clients step by step, including tax references, financial year and VAT, payroll, CIS and rental income options
- Give a client their own logo so their invoices and papers carry it
- Search and filter by type: all, limited company, self-employed or personal
- Export a client's records into a protected package with a passphrase, or import one
- Archive clients you no longer act for, then restore them later
- Enter opening balances for a client when their records begin
Who it's for
Available to accountant accounts. Accountants & bookkeepers
Included in your plan
Every plan includes every feature for its business type, so Clients is part of your plan. See pricing.
Related features
More Core features · All features